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Focus Financial Network’s iShares MSCI World ETF URTH Stock Holding History

Focus Financial Network’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,684
Closed -$578K – 705
2024
Q3 		$578K Buy
3,684
+1,764
+92% +$266K 0.02% 379
2024
Q2 		$291K Buy
1,920
+123
+7% +$17.7K 0.01% 537
2024
Q1 		$248K Buy
+1,797
New +$248K 0.01% 544
2022
Q4 		– Sell
-2,142
Closed -$214K – 506
2022
Q3 		$214K Sell
2,142
-6,140
-74% -$681K 0.02% 446
2022
Q2 		$885K Buy
8,282
+2,116
+34% +$246K 0.07% 207
2022
Q1 		$790K Buy
+6,166
New +$783K 0.06% 232

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Focus Financial Network's URTH Position: Q4 2024 in Review

Focus Financial Network sold out of iShares MSCI World ETF (URTH) in Q4 2024, closing a stake of 3,684 shares — an estimated $578K sold.

Focus Financial Network first reported a position in URTH in Q1 2022 and held it in 6 quarters. The position peaked at $885K in Q2 2022. 217 funds tracked by Wall St. Rank hold URTH as of Q4 2024.

  • Focus Financial Network reported no remaining iShares MSCI World ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Financial Network sold 3,684 iShares MSCI World ETF shares in Q4 2024, an estimated $578K.
  • Focus Financial Network first reported a position in iShares MSCI World ETF in Q1 2022 and held it in 6 quarters.
  • Focus Financial Network's iShares MSCI World ETF position peaked at $885K in Q2 2022.
  • 217 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2024.

Based on Focus Financial Network's 13F filing for Q4 2024, filed 29 Jan 2025.